The Edelweiss Business Cycle Fund has been introduced by Edelweiss Asset Management (EAMC/EMF), one of the AMCs with the quickest rate of growth in India.

The open-ended equity scheme from Edelweiss uses a business cycle-based investment theme in order to properly utilise market possibilities.

It will be available for subscription from 9 July 2024, until 23 July 2024.

The Edelweiss Business Cycle Fund has developed three baskets, one each for quality, growth, and value equities, using a factor investing approach.

The fund reduces the cyclicality of any one element by rotating across these baskets. The fund creates a diverse portfolio of 50–60 stocks by choosing the firms with the highest momentum among each basket.

Moreover, the fund’s objective is to produce greater alpha by smoothly alternating between sectors over a range of time periods, leveraging both momentum and fundamentals to enter and exit each sector.

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Radhika Gupta, MD & CEO, Edelweiss Mutual Fund stated: “The Edelweiss Business Cycle Fund provides investors with a convenient and unique solution by implementing dynamic sector rotations. This strategy effectively addresses the common challenge of timing sector entries and exits, which investors often struggle with. Momentum has been the best-performing factor in India for many years, and when combined with other fundamental factors, it proves highly effective in generating long-term alpha. Investing across various sectors and market caps, this fund offers a robust solution for core allocation with a long-term focus.”

Bharat Lahoti and Bhavesh Jain, both co-heads of factor investing, will oversee the fund.

Furthermore, Aniruddha Kekatpure has been appointed head of research at Edelweiss Mutual Fund bolstering its investment team earlier this month.

Kekatpure is an accomplished expert with more than 20 years of extensive experience in asset management and the financial services sector.